Dylan John is a Series 66-licensed financial advisor with LPL Enterprise LLC, based in Cranberry Township, PA. He has one year of industry experience and has concurrently maintained outside employment at Lindy's Automotive Warehouse since 2017. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

James Meredith is a CFA® charterholder and holds a Series 66 license, with 22 years of industry experience. He has worked at Robert Baird & Co. since 2022, following a 19-year tenure at Hefren Tillotson, Inc. Outside of his advisory role, Meredith is a lecturer at Saint Vincent College, where he teaches a CFA Level 1 prep course to business students. He also serves as a troop leader for Boy Scouts of America Troop 404 in Cranberry Township. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pension and profit-sharing plans, and charitable organizations. The group offers a variety of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded SMA strategies, tax management, and internal research tools.

Michelle Retzer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. She has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and in-house research.

Catherine Vandermer is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked for the National Restaurant Association for 12 years. She holds the Series 66 designation and is based in Cranberry Township, PA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Joaquin Lopez is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 designation and previously worked at Lincoln Investments for 23 years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

John Ivory is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2009, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory work, Ivory serves on the board of Mars UP Church and is a committee member of Rich-Mar Rotary, where he helps set up scholarships for students. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.

Luke Edwards is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. Throughout his career at Fidelity, Luke has accumulated experience that supports his approach to partnering with clients to develop thorough financial plans aimed at achieving their unique definitions of financial success. His professional journey encompasses roles focused on investment consulting, planning, relationship management, and client advocacy. Outside of his professional life, Luke's personal interests include comedy, family activities, food, golf, parenthood, and swimming.

Michael Keefer is a financial advisor with Equitable Advisors in Zelienople, PA, holding a Series 66 designation and 24 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Keefer is also the owner of R E Lane LLC, a CPA firm serving as a trusted advisor in conjunction with his financial advisory role. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers various advisory programs through a network of representatives and partners with third-party asset managers for portfolio implementation.

Christopher Hudson is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill, Morgan Stanley, and Wells Fargo Clearing. He has been with Raymond James & Associates since 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Ryan Gardner is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Aldi USA and MVB Bank, as well as time spent in education and various other positions. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized, integrated operational structure.

Jacob Dukman is a CFP® with four years of industry experience, currently serving as a financial advisor at Charles Schwab. His career includes roles at Morgan Stanley and Hefren-Tillotson, as well as prior experience at Allegheny College. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary investment guidance and access to affiliated discretionary separate managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Mark White is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has four years of industry experience, including roles at Woodmen Financial Services, Inc., Woodmen of the World Life Insurance Society, and Whipperhill Consulting. Prior to his advisory career, he was involved in property management for 14 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Mark Pittman is a CFP® professional with over 42 years of experience in the financial industry. He has been with Wells Fargo Advisors since 2023 and previously worked at Wells Fargo Clearing and Prudential Equity Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and tools, serving clients with diverse planning needs including retirement, wealth transfer, and specialized areas such as business-owner transition and special-needs planning.

Brennon Paik is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Trinity Wealth Securities, Tristate Financial Advisors, and positions related to the University of Pittsburgh. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Brian Jodon is a financial advisor at Edward Jones in Zelienople, PA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Conrad Naugler is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work history includes five years with BNY and various roles in construction and contracting firms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Tyson Hilovsky is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He worked for Nationwide Securities Inc. and Nationwide Insurance from 2004 to 2019 before joining LPL Financial in 2019. Outside of his advisory role, he owns a business called 3 Rivers Trading Cards. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging scale and diverse financial service offerings.

Daniel Sutherland is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Youngblood Paving Inc and IA Construction. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Dominic Perry is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 12 years of industry experience. He has previously worked at Perry & Company PC and serves as a CPA firm partner at Wessel & Company, providing tax and business services for small privately held businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Kolby Ripper is a financial advisor at Fidelity with seven years of industry experience and holds a Series 66 designation. His career includes roles at Fidelity Brokerage Services LLC since 2018 and prior experience in finance and accounting roles at multiple firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and systematic portfolio construction from an investable universe including mutual funds, ETFs, and ETPs.